Christopher Whitaker, CFP®, AIF®
With Apriem Since 2017
Expertise: Creating retirement plans, tax simulations, insurance reviews, and answering the question, “How do I accomplish this financial goal?”. Also, eating poke.
Serves clients to the highest degree: Chris has a unique knack for simplifying finances into easy-to-understand analogies. He thoroughly enjoys helping the younger generations get on the right financial path.
Acquired wisdom: His previous firm specialized in high net worth comprehensive plans, where he was trained in all six major areas of financial planning. Chris is also a lifelong avid reader of all things related to some of the best investors and business people of all time like Charlie Munger, Warren Buffett, and Mohnish Pabrai, to name a few.
Finds balance: Spending quality time with his wife and kids, sports, reading, movies, strategy games, and (responsible) beer tasting.
Fun fact: The first words Chris taught his son were “Return on invested capital”.